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Now what: I love the irony of adding Cobalt to the Americas Buy List after it was awarded a contract to drill off the coast of Africa, but that's what Goldman did. The rally didn't last long this morning because investors already knew of the Angola news and had priced in the news yesterday. Still, it's nice to get affirmation from a big investment house that your stocks are loved, and I reiterate my position that this could be a long-term catalyst for the company going forward.

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